TrueWealth Financial Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
167,849
-47,825
| -22% | -$3.21M | 6.22% | 7 |
|
|
2025
Q1 | $13.1M | Sell |
215,674
-35,041
| -14% | -$2.13M | 7.9% | 7 |
|
|
2024
Q4 | $14.4M | Buy |
250,715
+1,116
| +0.4% | +$64.1K | 8.93% | 7 |
|
|
2024
Q3 | $15.7M | Sell |
249,599
-1,854
| -0.7% | -$117K | 9.47% | 5 |
|
|
2024
Q2 | $14.7M | Buy |
251,453
+21,583
| +9% | +$1.27M | 9.52% | 6 |
|
|
2024
Q1 | $13.5M | Buy |
229,870
+4,001
| +2% | +$235K | 9.46% | 6 |
|
|
2023
Q4 | $12.7M | Buy |
225,869
+2,871
| +1% | +$161K | 9.63% | 7 |
|
|
2023
Q3 | $11.6M | Buy |
222,998
+9,339
| +4% | +$484K | 9.51% | 7 |
|
|
2023
Q2 | $11.6M | Buy |
213,659
+2,089
| +1% | +$114K | 9.62% | 7 |
|
|
2023
Q1 | $11.3M | Buy |
211,570
+19,234
| +10% | +$1.03M | 9.76% | 6 |
|
|
2022
Q4 | $9.64M | Buy |
192,336
+8,890
| +5% | +$446K | 9.35% | 6 |
|
|
2022
Q3 | $8.14M | Buy |
183,446
+13,084
| +8% | +$580K | 8.84% | 8 |
|
|
2022
Q2 | $8.51M | Buy |
170,362
+13,157
| +8% | +$657K | 8.92% | 8 |
|
|
2022
Q1 | $9.05M | Buy |
157,205
+4,678
| +3% | +$269K | 8.7% | 8 |
|
|
2021
Q4 | $9.35M | Buy |
+152,527
| New | +$9.35M | 9.14% | 8 |
|